Financial Advisor Support Coordinator
Desiree has been working in the financial industry since 2014. In the spring of 2017, she brought her experience to Wealth Distribution Strategies and had the role of a Client Relationship Manager. In 2022, Desiree moved into the Financial Advisor Support Coordinator while working towards becoming a Financial Advisor. As the Financial Advisor Support Coordinator, Desiree is doing a lot of work behind the scenes to have reports and paperwork ready for STAR meetings that she is attending.
Desiree graduated in May of 2016 from the University of Wisconsin-Platteville, where she earned a Bachelor of Science degree in Business Administration with an emphasis in Finance. She currently holds Wisconsin certifications for Life and Health Insurance and Long-Term Care Insurance. Desiree has completed her Financial Services Certified Professional (FSCP®) designation.
When she is not at the office, Desiree enjoys spending time with her husband, Robert, two step-sons, Huckson (2015) and Theo (2017), and her daughter Amelia (2021). She also enjoys her time outdoors, hiking, fishing, and practicing archery.